Custom Index Systems’s Williams Companies WMB Stock Holding History

Custom Index Systems’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69M	Buy	22,783 +312	+1%	+$23K	0.61%	34
2026 Q1	$1.64M	Sell	22,471 -30	-0.1%	-$2.08K	0.71%	31
2025 Q4	$1.35M	Sell	22,501 -9,697	-30%	-$586K	0.6%	39
2025 Q3	$2.04M	Buy	32,198 +12,782	+66%	+$750K	0.61%	38
2025 Q2	$1.22M	Sell	19,416 -224	-1%	-$13.2K	0.58%	39
2025 Q1	$1.17M	Buy	19,640 +803	+4%	+$46K	0.6%	36
2024 Q4	$1.02M	Buy	18,837 +4,266	+29%	+$230K	0.55%	51
2024 Q3	$665K	Buy	14,571 +6,809	+88%	+$299K	0.36%	85
2024 Q2	$330K	Buy	+7,762	New	+$311K	0.19%	171

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Custom Index Systems's WMB Position: Q2 2026 in Review

Custom Index Systems increased its Williams Companies (WMB) stake by 1.4% in Q2 2026, buying an estimated $23K and bringing the position to 22,783 shares worth $1.69M. The position accounts for 0.61% of the portfolio, ranked #34.

Custom Index Systems first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.04M in Q3 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Custom Index Systems held 22,783 shares of Williams Companies worth $1.69M as of Q2 2026.
Custom Index Systems bought 312 Williams Companies shares in Q2 2026, an estimated $23K.
Williams Companies made up 0.61% of Custom Index Systems's portfolio in Q2 2026, its #34 holding.
Custom Index Systems first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
Custom Index Systems's Williams Companies position peaked at $2.04M in Q3 2025.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.